Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV- 交易所
- NYSE
- SEC CIK
- 0001322436
近 90 天,Eaton Vance Tax-Managed Buy-Write Opportunities Fund 沒有內部人公開市場買賣的申報;2026 年第 2 季末有 193 家機構在 13F 申報持有,市值合計 $3.33 億;沒有大師持有。
2025 年第 1 季 13F 持有人
Eaton Vance Tax-Managed Buy-Write Opportunities Fund 在 2025/3/31 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 178
- 較 2024 年第 4 季 +3 家
- 持有股數
- 2,002 萬
- 較 2024 年第 4 季 −25.2 萬 (−1.2%)
- 總市值
- $2.65 億
- 較 2024 年第 4 季 −$2,709 萬 (−9.3%)
- 新進機構
- 17
- 另有 55 家加碼
- 清倉機構
- 14
- 另有 52 家減碼
另有 3 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 ETV 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 193 | $3.33 億 |
| 2026 年第 1 季 | 182 | $3.02 億 |
| 2025 年第 4 季 | 184 | $3.15 億 |
| 2025 年第 3 季 | 185 | $3.05 億 |
| 2025 年第 2 季 | 186 | $2.85 億 |
| 2025 年第 1 季 | 178 | $2.65 億 |
| 2024 年第 4 季 | 178 | $2.93 億 |
| 2024 年第 3 季 | 166 | $2.60 億 |
| 2024 年第 2 季 | 157 | $2.59 億 |
| 2024 年第 1 季 | 152 | $2.38 億 |
| 2023 年第 4 季 | 160 | $2.22 億 |
| 2023 年第 3 季 | 150 | $1.85 億 |
| 2023 年第 2 季 | 149 | $2.00 億 |
| 2023 年第 1 季 | 147 | $1.72 億 |
| 2022 年第 4 季 | 153 | $1.68 億 |
| 2022 年第 3 季 | 146 | $1.80 億 |
| 2022 年第 2 季 | 154 | $2.04 億 |
| 2022 年第 1 季 | 159 | $2.39 億 |
| 2021 年第 4 季 | 154 | $2.48 億 |
| 2021 年第 3 季 | 136 | $2.14 億 |
| 2021 年第 2 季 | 143 | $2.08 億 |
| 2021 年第 1 季 | 142 | $1.89 億 |
2025 年第 1 季持有機構
每家機構持有 Eaton Vance Tax-Managed Buy-Write Opportunities Fund 的股數、市值與佔組合比重;股數變化跟 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,775,298 | $2,345 萬 | 0.00% | −78,243−4.2% | 減碼 |
| LPL Financial LLC | 1,684,959 | $2,226 萬 | 0.01% | +91,672+5.8% | 加碼 |
| Invesco Ltd. | 1,468,301 | $1,940 萬 | 0.00% | +21,937+1.5% | 加碼 |
| Guggenheim Capital LLC | 1,298,255 | $1,715 萬 | 0.16% | −21,419−1.6% | 減碼 |
| Raymond James Financial Inc | 981,707 | $1,297 萬 | 0.00% | −654−0.1% | 減碼 |
| Paragon Financial Partners, Inc. | 817,222 | $1,080 萬 | 8.46% | +44,934+5.8% | 加碼 |
| Bank of America Corp | 726,426 | $959.6 萬 | 0.00% | +76,584+11.8% | 加碼 |
| UBS Group AG | 625,083 | $825.7 萬 | 0.00% | −29,659−4.5% | 減碼 |
| Principal Securities, Inc. | 557,451 | $803.3 萬 | 0.18% | +4,003+0.7% | 加碼 |
| Balanced Wealth Group LLC | 541,422 | $715.2 萬 | 3.46% | −4,352−0.8% | 減碼 |
| Advisor Group Holdings, Inc. | 513,543 | $678.4 萬 | 0.02% | +228,444+80.1% | 加碼 |
| MML Investors Services, LLC | 455,751 | $602.0 萬 | 0.02% | +162,532+55.4% | 加碼 |
| Ameriprise Financial Inc | 406,229 | $536.5 萬 | 0.00% | +129,913+47.0% | 加碼 |
| Sims Investment Management, LLC | 395,917 | $523.0 萬 | 2.34% | +2,901+0.7% | 加碼 |
| Wells Fargo & Company | 386,663 | $510.8 萬 | 0.00% | +42,498+12.3% | 加碼 |
| Royal Bank of Canada | 350,271 | $462.7 萬 | 0.00% | −1,390−0.4% | 減碼 |
| Commonwealth Equity Services, LLC | 309,423 | $408.7 萬 | 0.01% | +2,595+0.8% | 加碼 |
| Envestnet Asset Management Inc | 307,064 | $405.6 萬 | 0.00% | −12,215−3.8% | 減碼 |
| Franklin Resources Inc | 298,356 | $394.1 萬 | 0.00% | +3,878+1.3% | 加碼 |
| Truist Financial Corp | 295,426 | $390.3 萬 | 0.01% | −14,776−4.8% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 272,239 | $359.6 萬 | 0.01% | +3,145+1.2% | 加碼 |
| Kingstone Capital Partners Texas, LLC | 265,231 | $350.4 萬 | 2.82% | +39,143+17.3% | 加碼 |
| Cornerstone Advisors, LLC | 252,619 | $333.7 萬 | 0.14% | −591,244−70.1% | 減碼 |
| Karpus Management, Inc. | 242,724 | $320.6 萬 | 0.10% | −17,705−6.8% | 減碼 |
| Steward Partners Investment Advisory, LLC | 238,415 | $314.9 萬 | 0.03% | +217,684+1,050.0% | 加碼 |
| Cohen & Steers, Inc. | 201,931 | $266.8 萬 | 0.00% | −8,000−3.8% | 減碼 |
| Naples Global Advisors, LLC | 193,888 | $256.1 萬 | 0.24% | −12,675−6.1% | 減碼 |
| Ieq Capital, LLC | 162,975 | $215.3 萬 | 0.02% | +33,673+26.0% | 加碼 |
| Mariner, LLC | 159,963 | $211.3 萬 | 0.00% | −1,875−1.2% | 減碼 |
| Sharpepoint LLC | 156,540 | $202.7 萬 | 1.78% | +34,695+28.5% | 加碼 |
| Private Advisor Group, LLC | 152,099 | $200.9 萬 | 0.01% | +2,649+1.8% | 加碼 |
| Outlook Wealth Advisors, LLC | 139,124 | $183.8 萬 | 0.51% | +34,113+32.5% | 加碼 |
| Beacon Pointe Advisors, LLC | 122,991 | $162.5 萬 | 0.02% | −23,150−15.8% | 減碼 |
| Mutual Advisors, LLC | 124,445 | $159.7 萬 | 0.05% | +822+0.7% | 加碼 |
| Wedbush Securities Inc | 115,266 | $152.3 萬 | 0.06% | −1,202−1.0% | 減碼 |
| Investment Planning Advisors, Inc. | 112,591 | $148.7 萬 | 0.60% | −40,388−26.4% | 減碼 |
| Cetera Investment Advisers | 102,222 | $135.0 萬 | 0.00% | +4,256+4.3% | 加碼 |
| Prevail Innovative Wealth Advisors, LLC | 98,770 | $130.5 萬 | 0.35% | +21,964+28.6% | 加碼 |
| Advisors Asset Management, Inc. | 93,976 | $124.1 萬 | 0.02% | +210+0.2% | 加碼 |
| Cresset Asset Management, LLC | 83,444 | $110.2 萬 | 0.01% | +1,754+2.1% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 75,280 | $99.4 萬 | 0.05% | −24,093−24.2% | 減碼 |
| Shaker Financial Services, LLC | 73,618 | $97.2 萬 | 0.38% | −118,883−61.8% | 減碼 |
| Stifel Financial Corp | 71,822 | $94.9 萬 | 0.00% | +8,602+13.6% | 加碼 |
| Meridian Wealth Management, LLC | 71,360 | $94.3 萬 | 0.05% | +8,923+14.3% | 加碼 |
| RMB Capital Management, LLC | 70,752 | $93.5 萬 | 0.02% | +3,791+5.7% | 加碼 |
| Rockefeller Capital Management L.P. | 66,444 | $87.8 萬 | 0.00% | +13,409+25.3% | 加碼 |
| Janney Montgomery Scott LLC | 65,490 | $86.5 萬 | 0.00% | −4,516−6.5% | 減碼 |
| Oppenheimer & Co Inc | 65,456 | $86.5 萬 | 0.01% | −547−0.8% | 減碼 |
| Kestra Advisory Services, LLC | 63,128 | $83.4 萬 | 0.00% | +967+1.6% | 加碼 |
| Arkadios Wealth Advisors | 58,766 | $77.6 萬 | 0.03% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 52,963 | $70.0 萬 | 0.03% | −765−1.4% | 減碼 |
| HighTower Advisors, LLC | 49,303 | $65.1 萬 | 0.00% | +854+1.8% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 47,046 | $62.1 萬 | 0.13% | 00.0% | 不變 |
| Steel Peak Wealth Management LLC | 44,436 | $58.7 萬 | 0.02% | +274+0.6% | 加碼 |
| Creative Planning | 43,977 | $58.1 萬 | 0.00% | −178−0.4% | 減碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 38,255 | $50.5 萬 | 0.08% | +65+0.2% | 加碼 |
| Wealth Effects LLC | 37,454 | $49.5 萬 | 0.21% | −790−2.1% | 減碼 |
| Mercer Global Advisors Inc | 36,363 | $48.0 萬 | 0.00% | −805−2.2% | 減碼 |
| IFG Advisory, LLC | 33,785 | $44.6 萬 | 0.02% | 00.0% | 不變 |
| Stableford Capital II LLC | 36,303 | $44.6 萬 | 0.19% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 33,229 | $43.9 萬 | 0.06% | −3,457−9.4% | 減碼 |
| GWM Advisors LLC | 33,038 | $43.6 萬 | 0.00% | −200−0.6% | 減碼 |
| Keeley-Teton Advisors, LLC | 32,815 | $43.3 萬 | 0.05% | 00.0% | 不變 |
| Gladstone Institutional Advisory LLC | 32,148 | $42.5 萬 | 0.02% | +1,026+3.3% | 加碼 |
| Avory & Company, LLC | 30,308 | $40.0 萬 | 0.26% | 00.0% | 不變 |
| NBC Securities, Inc. | 29,520 | $38.9 萬 | 0.03% | +29,489+95,125.8% | 加碼 |
| Essex Financial Services, Inc. | 28,767 | $38.0 萬 | 0.03% | +678+2.4% | 加碼 |
| Dynamic Advisor Solutions LLC | 28,674 | $37.9 萬 | 0.01% | +37+0.1% | 加碼 |
| WCG Wealth Advisors LLC | 28,400 | $37.5 萬 | 0.03% | +28,400 | 新進 |
| Colony Group, LLC | 27,664 | $36.5 萬 | 0.00% | −263−0.9% | 減碼 |
| Everstar Asset Management, LLC | 27,060 | $35.7 萬 | 0.24% | −6,300−18.9% | 減碼 |
| National Asset Management, Inc. | 26,357 | $34.8 萬 | 0.01% | −3,205−10.8% | 減碼 |
| HBK Sorce Advisory LLC | 26,147 | $34.5 萬 | 0.01% | −8,665−24.9% | 減碼 |
| Flputnam Investment Management Co | 24,628 | $32.5 萬 | 0.01% | +1,553+6.7% | 加碼 |
| Belpointe Asset Management LLC | 24,098 | $31.8 萬 | 0.02% | +24,098 | 新進 |
| Fortis Capital Advisors, LLC | 24,098 | $31.8 萬 | 0.06% | +24,098 | 新進 |
| American Institute for Advanced Investment Management, LLP | 23,739 | $31.4 萬 | 0.24% | +1,139+5.0% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 22,695 | $30.2 萬 | 0.00% | 00.0% | 不變 |
| Triumph Capital Management | 22,490 | $29.7 萬 | 0.10% | +1,862+9.0% | 加碼 |
| We Are One Seven, LLC | 20,471 | $27.0 萬 | 0.01% | +3,409+20.0% | 加碼 |
| Commons Capital, LLC | 20,243 | $26.7 萬 | 0.25% | +966+5.0% | 加碼 |
| Prospera Financial Services Inc | 18,334 | $24.2 萬 | 0.01% | −13,209−41.9% | 減碼 |
| Baird Financial Group, Inc. | 18,232 | $24.1 萬 | 0.00% | −58−0.3% | 減碼 |
| CI Private Wealth, LLC | 18,175 | $24.0 萬 | 0.00% | 00.0% | 不變 |
| D.A. Davidson & Co. | 17,991 | $23.8 萬 | 0.00% | −484−2.6% | 減碼 |
| Sanctuary Advisors, LLC | 17,863 | $23.6 萬 | 0.00% | 00.0% | 不變 |
| Stratos Wealth Advisors, LLC | 17,751 | $23.4 萬 | 0.01% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 17,496 | $23.1 萬 | 0.00% | +3,212+22.5% | 加碼 |
| Equitable Holdings, Inc. | 17,363 | $22.9 萬 | 0.00% | −3,600−17.2% | 減碼 |
| Westend Capital Management, LLC | 17,358 | $22.9 萬 | 0.09% | −9,556−35.5% | 減碼 |
| TCFG Wealth Management, LLC | 17,345 | $22.9 萬 | 0.12% | 00.0% | 不變 |
| Silverlake Wealth Management LLC | 17,242 | $22.8 萬 | 0.09% | 00.0% | 不變 |
| Robinson Capital Management, LLC | 17,189 | $22.7 萬 | 0.09% | 00.0% | 不變 |
| Millennium Management LLC | 17,148 | $22.7 萬 | 0.00% | +17,148 | 新進 |
| Summit Investment Advisory Services, LLC | 16,952 | $22.4 萬 | 0.11% | +345+2.1% | 加碼 |
| Cannon Advisors, Inc. | 16,943 | $22.4 萬 | 0.21% | +352+2.1% | 加碼 |
| Diversified Enterprises, LLC | 16,489 | $21.8 萬 | 0.02% | −14−0.1% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 15,854 | $20.9 萬 | 0.03% | 00.0% | 不變 |
| Centaurus Financial, Inc. | 15,591 | $20.6 萬 | 0.01% | −160−1.0% | 減碼 |
| Elequin Capital LP | 15,282 | $20.2 萬 | 0.04% | +15,282 | 新進 |